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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Litterio Olivo is a financial advisor with Edelman Financial Engines, located in Phoenix, AZ. Joseph is licensed to provide investment advice in both Arizona and Texas. Prior to joining Edelman Financial Engines, Joseph worked for USAA Financial Advisors, Inc. and Charles Schwab & Co., Inc. Joseph has a strong background in financial planning and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
AZ
08/15/2023 - Present
Edelman Financial Engines (PHOENIX AZ)
AZ
06/13/2019 - 01/03/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
07/15/2015 - 05/21/2019
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
IA
Issued 08/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/01/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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